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Company and User Security Matrix

1 byte removed, 18:51, 18 December 2015
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==Configuring the User Security Matrix==
# * In the '''Configuration''' menu, click on '''Global Settings'''# * Under the '''Security''' Tab, click on the '''User Security Matrix''' # * Under the '''[[The Key Control Element – Roles|Login User Role]]''' select the user role you will be permissioning # * First set '''Hierarchy Permissions''' if applicable - This sets what general permissions a specific user role has to view and modify '''Users Under All Organizations''', '''Users Under their Own Organization''', and '''Users Under Sub Organizations'''.# * Set '''Category Permissions''' if applicable - This sets the granular category-by-category permissions to perform views, edits, deletes, and lookups.
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